AWMIX Mutual Fund Analysis & Holdings | MarketXLS

AWMIX Mutual Fund

NAV$20.24

AUM$701M

TER0.82%

Holdings73

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AWMIX Mutual Fund

NAV$20.24

CIBC Atlas Mid Cap Equity Fund Institutional Class

AUM$701M

TER0.82%

Holdings73

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare AWMIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AWMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AWMIX Mutual Fund Overlap Analysis

AWMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AWMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, AWMIX may share significant positions with broad-market funds.

AWMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AWMIX tax-loss harvesting finds highly correlated but non-identical funds.